2023 Form 5500 filing — Justiss Oil Company, Inc. Savings And Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015113404NAL0049049056001) for Justiss Oil Company, Inc. Savings And Retirement Plan, reported by Justiss Oil Company, Inc. under EIN 72-0407480 and plan number 003. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113404NAL0049049056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Justiss Oil Company, Inc.
- EIN
- 72-0407480
- Plan number
- 003
- Location
- Jena, LA
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,403,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,403,326
- Employer contributions
- $97,482
- Participant contributions
- $321,467
- Total income / additions
- $1,397,788
- Benefits paid
- $1,058,346
- Administrative expenses
- $55,660
- Total expenses
- $1,128,625
- Net increase / (decrease)
- $269,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $43,500 | not reported in the loaded dataset |
| Silas Simmons Llp | AUDITOR | $11,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $660 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |